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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: yard_man who wrote (1953)2/26/1999 3:20:00 PM
From: Steve Fancy  Read Replies (2) of 3813
 
Don't know Tippet...equip's seem way overdone. They're getting the orders. As someone pointed out yesterday, PC manufacturers are just a portion of their business, and no one said PC sales were stopping, just that competition was heating up. I think the semi's got caught up in the nervousness as on the surface investors don't seem to be able to logic out who will be hurt by soft January PC sales. Have almost wiped out all gains for the year.

sf
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